+63.3%
WM vs OPEN
-92.5%
+155.8%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -9.6% | +10.8% | +1.2% |
| 7D | +4.5% | -5.8% | +10.3% | +4.5% |
| 30D | +16.1% | -21.1% | +37.2% | +16.1% |
| 3M | +8.0% | -52.4% | +60.4% | +8.3% |
| 6M | +8.4% | -65.8% | +74.2% | +8.8% |
| YTD | +11.2% | -69.3% | +80.5% | +11.6% |
| 1Y | +22.3% | -75.2% | +97.6% | +22.8% |
| 3Y | +50.2% | -14.4% | +64.6% | +46.7% |
| 5Y | +63.3% | -92.0% | +155.3% | +56.1% |
| All | +63.3% | -92.5% | +155.8% | +56.1% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded OPEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling